Leanne's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 2 )
Pensions ( 58 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 25 )
Investments and Savings ( 100 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 17 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 24 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 19 )
£100k - £200k ( 21 )
Up to £50k ( 3 )
£50k - 100k ( 4 )
Repeat review
by a verified client in West Yorkshire
25 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Leanne Harris helped you since your last review?
Ongoing reviews covering current and future financial expectations providing reassurance that I am currently well within the initial financial modelling plan
Repeat review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Leanne Harris helped you since your last review?
Answered all my questions
Repeat review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Leanne Harris helped you since your last review?
Leanne continues to give me excellent advice in a professional, polite and caring manner. I even received a free cash flow outlook to give me peace of mind for the future. I now look forward to our annual reviews.
Repeat review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Leanne Harris helped you since your last review?
Always helpful and always quick to respond
Repeat review
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Leanne Harris helped you since your last review?
Home visit and telephone support with my pensions and financial advice linked to my pensions.